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Best Financial Planners in West Columbia, South Carolina

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Claimed listings first, then by BizScore. How we score

6Financial Planners scored in West Columbia
64Average BizScore
72Top BizScore
50%AI Visibility 50 or higher
73Average SEO score
4.9Average Google rating (3 rated)

Top Financial Planners in West Columbia

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Showing 1-6 of 6 Financial Planners listings in West Columbia, SC · page 1 of 1

#1Beckett Financial Group

4.7 Google rating · 14 reviews

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Beckett Financial Group website

Score breakdown

AI Visibility63
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • West Columbia, South Carolina
  • (803) 939-4848
  • beckettfinancialgroup.com

Beckett Financial Group is a financial planner in West Columbia, SC, located at 825 Meeting St. It holds a rating of 4.70 based on 14 reviews. JB Beckett founded the firm in 1999 to assist individuals and families in securing their financial futures for...

Category rank by BizScore: #1 of 5 Financial Planner listings in West ColumbiaScores updated Sep 20, 2026
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American Heritage Financial of West Columbia website

Score breakdown

AI Visibility56
AI Ready30
SEO84
Freshness100
  • Financial Planner
  • West Columbia, South Carolina
  • (803) 676-8204
  • theamericanheritagefinancial.com

American Heritage Financial of West Columbia: American Heritage Financial is a financial planner in West Columbia, SC, located at 104 Corporate Blvd suite 408. The firm provides unbiased guidance to individuals and families, helping clients navigate life stages from starting a professional journey to...

Category rank by BizScore: #2 of 5 Financial Planner listings in West ColumbiaScores updated Oct 24, 2026
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Adapt Wealth Advisors website

Score breakdown

AI Visibility48
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • West Columbia, South Carolina
  • (803) 454-0900
  • adaptwealthadvisors.com

Adapt Wealth Advisors is a financial planner in West Columbia, South Carolina. The firm provides comprehensive financial planning services that include tax‑smart strategies, retirement planning, and high‑net‑worth guidance. It serves families and individuals...

Category rank by BizScore: #3 of 5 Financial Planner listings in West ColumbiaScores updated Jul 28, 2026

#4Cornerstone Financial Management of West Columbia

5.0 Google rating

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Cornerstone Financial Management of West Columbia website

Score breakdown

AI Visibility45
AI Ready17
SEO71
Freshness100
  • Financial Planner
  • West Columbia, South Carolina
  • (803) 462-4396
  • cornerstoneondemand.com
Scores updated Oct 30, 2026
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Prudeo Partners, LLC website

Score breakdown

AI Visibility50
AI Ready27
SEO65
Freshness15
  • Financial Planner
  • West Columbia, South Carolina
  • (803) 739-6311
  • prudeo.com

Prudeo Partners, LLC is a financial planner in West Columbia, SC. They offer comprehensive services including financial planning, retirement planning, estate planning, asset management, and insurance to help clients achieve their life goals. The team at...

Category rank by BizScore: #4 of 5 Financial Planner listings in West ColumbiaScores updated Oct 23, 2026

#6Ready 2 Retire

5.0 Google rating · 3 reviews

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Ready 2 Retire website

Score breakdown

AI Visibility46
AI Ready28
SEO60
Freshness60
  • Financial Planner
  • West Columbia, South Carolina
  • (844) 615-8243
  • ready2retire.net
Category rank by BizScore: #5 of 5 Financial Planner listings in West ColumbiaScores updated Oct 25, 2026
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What the Data Shows for Financial Planners in West Columbia

50% of the 6 financial planners we measured in West Columbia reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 51, compared with an average SEO score of 73.

The average Google rating across 3 rated financial planners is 4.9, and the median listing has 8 reviews.

None of the 6 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 30, 2026. What each score measures: How We Score.

BizScoreAI compares 6 financial planners in West Columbia, South Carolina by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in West Columbia ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in West Columbia, South Carolina does BizScoreAI track?

6 financial planners in West Columbia currently meet the profile-quality bar for this page, with an average BizScore of 64 and a top score of 72.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 50% of measured financial planners in West Columbia score 50 or higher.

Is being listed free?

Yes. Every financial planner in West Columbia is listed and scored for free, and claiming a listing is free too.